Power BI Service - Scheduled Refresh - Data Source Credentials & Scheduled Refresh are grayed out

You data sources need to be accessible from the power bi service

Most likely your excel files need to be on either a one drive or sharepoint folder

You'll need to modify you report to pull them from there, then republish

Hi LeanneShapro ,

Based on the screen shot you shared, We think you may be use a file connector to import a excel file in your folder (Although this folder is sync with OneDrive), the Power BI Service will treat it as a local file using URI of file, in this case you need to use a on-promises gateway to allow power bi service can access on-premises data, Or you can change the connector to connect the OneDrive file.

You can refer to the following documents to get more detail about the on-premises gateway:https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem

OR you can follow this document to learn how to connect OneDrive link of your excel file: https://docs.microsoft.com/en-us/power-bi/desktop-use-onedrive-business-links

Best regards,

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi LeanneShapro ,

How about the result after you follow the suggestions mentioned in my original post?Could you please provide more details about it If it doesn't meet your requirement?

Best regards,

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi LeanneShapro were you able to find a solution? I've used the Salesforce connector but I had some issues updating my data too. As a workaround, maybe you can try to test your connection with a 3rd party connector. There you can set up incremental refresh and your report will be updated automatically every day on PBI service. I currently use windsor.ai's SF connector and it works fine. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

Hi Leanne,

I would check the Excel source first, not Salesforce.

Even if the workbook is stored in a OneDrive-synced folder, Power BI may treat it as a local file if it was connected from the local synced path. In that case, scheduled refresh can be disabled or require a gateway.

I would try:

1. Confirm the Excel files are in OneDrive for Business or SharePoint Online.

2. Reconnect to them using the OneDrive or SharePoint URL, not the local synced folder path.

3. Republish the PBIX.

4. Then configure Salesforce credentials under the semantic model data source credentials.

5. If any source still uses a local path, configure a gateway or replace that source with a cloud path.

For Salesforce, make sure the user has API Enabled permission and that the connection uses a supported Salesforce URL.

If you want to simplify the Salesforce part, Power BI Connector for Salesforce by Metrica Software can help:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

It lets you prepare Salesforce data sources inside Salesforce, select objects and fields, apply filters, preview the output, and connect Power BI to a prepared source.

Docs and support:
https://metricasoftware.com/docs/salesforce/
https://metricasoftware.com/docs/salesforce/contact-support/

Cheers,
Metrica Team